Webinar: Pension death benefits

Senior Technical Consultant Rachel Vahey dives deep into pension death benefits in the fourth webinar of our ‘Off the Road’ series.

During these unprecedented times, your clients may have some new, challenging questions. Here, Rachel will try to answer them as she talks us through the rules, lifetime allowances, bypass trusts, IHT and pension transfers.

Supporting literature 

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Not to be used by retail clients.